Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Ziesenheim has been in the financial services industry since April 16, 1982. Kenneth is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since April 2008. Kenneth is also an Independent Contractor for FINRA and a business owner of GERFAM LLC. Kenneth holds several licenses including Series 6, 7, 8, 9, 10, 24, 63, and 65. Kenneth specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
06/26/2012 - Present
Raymond James Financial Services Advisors, Inc. (SEBRING FL)
FL
11/09/1995 - 05/29/2008
THORNBURG SECURITIES CORPORATION (SEBRING FL)
FL
05/22/1995 - 11/03/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
FL
10/24/1983 - 06/02/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
04/07/1982 - 10/18/1983
THE GREAT-WEST LIFE ASSURANCE COMPANY
IA
Issued 01/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/11/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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